Dan Brady is the Vice President and a Shareholder of Planning Capital Management. Dan joined the PCM team in August 2013 as a financial planner. His primary focus is working directly with clients and managing the business operations of Planning Capital.
Dan holds a Registered Investment Adviser license (Series 65) and is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®). As a chairperson on the board of the Philadelphia Tri-State Financial Planning Association, Dan is responsible for the educational events and content for other financial planners in the area. Dan is also currently pursuing an MBA degree.
Prior to joining Planning Capital Management, Dan was a financial planning consultant and manager at eMoney Advisor for 4 years. He graduated from Saint Joseph’s University in Philadelphia, PA in 2009, where he earned a bachelor’s degree in both Finance and Economics.
Dan has been a panelist, speaker, and presenter at both national conferences and regional/local events. The topics have ranged from technology and the younger generation to common mishaps in financial planning. He continues these efforts on an ongoing basis by writing quarterly market commentary for the clients of Planning Capital Management.
Dan lives in Media, Pennsylvania with his wife, Chelsea. He serves as the President on the executive committee of his neighborhood community association and is a member of the Delaware County Field and Stream Association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling